ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Topel & Distasi Wealth Management, LLC's Holding History (CIK: 0001880087)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 15,355 Value ($000) $5,734 Avg Close Range
Q3 2025
Shares 15,578 Value ($000) $5,693 Avg Close Range
Q2 2025
Shares 15,809 Value ($000) $5,368 Avg Close Range
Q1 2025
Shares 15,774 Value ($000) $4,839 Avg Close Range
Q4 2024
Shares 17,542 Value ($000) $5,651 Avg Close Range
Q3 2024
Shares 18,543 Value ($000) $5,830 Avg Close Range
Q2 2024
Shares 18,585 Value ($000) $5,530 Avg Close Range
Q1 2024
Shares 18,302 Value ($000) $5,272 Avg Close Range
Q4 2023
Shares 18,498 Value ($000) $4,851 Avg Close Range
Q3 2023
Shares 18,707 Value ($000) $4,394 Avg Close Range
Q2 2023
Shares 19,460 Value ($000) $4,743 Avg Close Range
Q1 2023
Shares 19,531 Value ($000) $4,399 Avg Close Range
Q4 2022
Shares 19,395 Value ($000) $4,083 Avg Close Range
Q3 2022
Shares 9,213 Value ($000) $2,007 Avg Close Range
Q2 2022
Shares 9,745 Value ($000) $2,025 Avg Close Range
Q1 2022
Shares 8,508 Value ($000) $2,128 Avg Close Range
Q4 2021
Shares 8,830 Value ($000) $2,335 Avg Close Range